DocuSign
What do we create so the user can move the Opp. to Onboarding?
Agreement Object
Security questionnaires, GDPR assessments, Privacy assessments are classified as what?
DDQ
What's the DCV needed if the Type and Sub-Type is Pricing Approval - Other?
at least SDP / SDP and above
What's the threshold for RFP, RFI case?
$1.25M
Sub-Type of DocuSign Cases
DocuSign Error
What is the correct case type and subtype for AE requesting for a specific language to be added that is not pre-approved?
Type: Fee Schedule Requests | Sub Type: Custom Language Request.
How many days do we give AE to respond before we cancel the case?
3 Business days
Where do we base the Contract Effective Date for Upsell New Product?
Case Creation Date
Where do we upload files?
DocuSign
List the three things that we need in order to triage the case.
Negotiated Deal ONR, Account Segment, Opportunity
What type and sub type do we use if the AE is requesting for Investment Wallet Approval?
Analytics Support - Feature Request or Tooling Support. - Feature Request
Where do we check if the pricing for Paid Support is correct?
Deal Composer
ONR Approval Status Should either be what?
Approved or Not Required
David Alcocer and Juan Juan Huang
What do we check to know if a Deal Pricing Case is supported or not?
Negotiated Deal ONR
How many nudges do we have before we cancel a Deal Support Case?
Twice
4 things we check before we can create an Agreement Object
Legal Name
Contract Period Months
Contract Effective Date
ONR Approval Status
Create a DCE case. Deal Classification Exception Case
Give the appropriate Type - Sub Type for this request:
Hi team, this user is looking to migrate $83M to Stripe. As part of this, they asked for an IC+ pricing offer as they're currently on sticker. We'd like to offer them an IC+ rate that is currently showing below floor in deal composer. Please let me know if we'd be able to offer this pricing. Thanks in advance!
Pricing Approval - Below Floor Approval
What can we use to check the supportability of an RFP or DDQ case if there is no Negotiated Deal ONR?
Incremental ONR